At a Glance
- Tasks: Shape the future of wealth management while building lasting client relationships.
- Company: Join a national wealth management group with a focus on growth and culture.
- Benefits: Hybrid working, career progression, and a chance to lead in your field.
- Other info: Dynamic team environment with opportunities for leadership roles.
- Why this job: Make a real impact in clients' lives while growing your own legacy.
- Qualifications: Experience in financial planning and a passion for client success.
The predicted salary is between 49500 - 60500 £ per year.
Ortus PSR Ltd. is seeking an experienced Financial Planner to join a national wealth management group in Bristol with hybrid working.
The successful candidate will inherit existing client revenue and build a broader client bank while shaping the Bristol office’s growth and culture.
The role offers potential progression to lead adviser or Head of Office, with a focus on independent, whole-of-market financial planning and partnerships across the local region.
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Bristol Wealth Planner — Build Legacy & Lead Growth employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
